Ergoteles’s Velo3D, Inc. VLD Stock Holding History

Ergoteles’s Portfolio VLD Stock Details VLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,697	Closed	-$135K	–	1645
2023 Q1	$135K	Sell	1,697 -3,023	-64%	-$271K	0.01%	1074
2022 Q4	$296K	Buy	4,720 +3,820	+424%	+$371K	0.01%	915
2022 Q3	$124K	Buy	+900	New	+$117K	﹤0.01%	1319
2022 Q2	–	Sell	-1,343	Closed	-$438K	–	2083
2022 Q1	$438K	Buy	+1,343	New	+$337K	0.02%	710

Other funds holding VLD

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's VLD Position: Q2 2023 in Review

Ergoteles sold out of Velo3D, Inc. (VLD) in Q2 2023, closing a stake of 1,697 shares — an estimated $135K sold.

Ergoteles first reported a position in VLD in Q1 2022 and held it in 4 quarters. The position peaked at $438K in Q1 2022. 104 funds tracked by Wall St. Rank hold VLD as of Q2 2023.

Ergoteles reported no remaining Velo3D, Inc. position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 1,697 Velo3D, Inc. shares in Q2 2023, an estimated $135K.
Ergoteles first reported a position in Velo3D, Inc. in Q1 2022 and held it in 4 quarters.
Ergoteles's Velo3D, Inc. position peaked at $438K in Q1 2022.
104 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.